Justin Tart, financial advisor Kinson NC

Justin Tart

CRD Number: 4838177
Current Firm: Raymond James Financial Services Advisors, Inc.

Justin Tart (CRD# 4838177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kinson, NC and has over 20 years of experience in the finance industry. Justin Tart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Goodbodies 24/7 Fitness Inc. Kinston, NC Dec 2019 - Current 4
Tart Holdings, Llc/dba Innerbanks Financial Partners Kinston, NC Jan 2019 - Current 5
Raymond James Financial Services, Inc. Greenville, NC Nov 2017 - Current 6
Raymond James Financial Services Advisors Inc. Chocowinity, NC Nov 2017 - Current 6
Innerbanks Financial Partners Chocowinity, NC Nov 2017 - Aug 2019 1
Wells Fargo Advisors Greenville, NC May 2009 - Nov 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Justin E. Tart
Phone Number: 727-567-3020
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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